Request and receive Fact Find FAST
Use Mystro dashboard to request Fact Find or send a link directly to your clients. Place a link on your website and let your site visitors complete Fact Find right on your website.
Make client's life easier by pre-populating portions of the Fact Find. Mystro handles the rest and will notify you when Fact Find is collected,
In many cases in only takes 15 minutes from requesting to getting complete Fact Find back. Your clients will thank you for providing them with an easy and intuitive application experience.
Request Fact Find in stages. Specify which sections to request first. You can create as many subsequent requests as you like by enabling more sections as your clients progress through the application.
Pre-qualify clients by requesting partial Fact Find and Supporting documents, and maximise your revenue by spending your valuable time only with qualified and engaged customers.
Mystro machine learning technology and intuitive device optimised client interfaces ensures the data is as accurate and clean as possible.
And of cause - you are in complete control. Review and reject any client's answers, give a reason for rejection and explain how to fix a problem via in-built real time messaging system. Mystro will re-request the missing info and will notify you when data is collected.
Export client Fact Find
Connect Mystro to Zapier and start exporting complete Fact Find to 100's CRM platforms..
Trigger Fact Find and Document collection workflow from any external platform and let Mystro automatically collect data while you work on providing an outstanding service to your clients and winning new business.